Transaction Browser


 

Use the Transaction Browser

 

Overview

This article will show you how to navigate through the Transaction Browser.

Instructions

  1. Navigate to Financial > Transaction Browser
    financial_transaction_browser.jpg
    • Note: You can also navigate to an account's transaction browser. In the Account, select Transaction Browser.
      select_transaction_browser.jpg
  2. Select filters:
    apply_transaction_browser_filters.jpg
    • Locations: Select locations
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results
    select_refresh_results_to_apply_transaction_browser_filters.jpg
  4. View results
    view_results_in_transaction_browser.jpg

Resources




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